AUMdb

Hanwha Vision America Retirement Plan

Sponsored by Hanwha Vision America, Inc. · EIN 223015117 · Plan #001

Total assets
$22.1M
Net assets
$22.1M
Active participants
375
With balances
285

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Orenda Retirement Llc Contract administrator, Direct payment from the plan, Other services $73,200
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $59,524
Morgan Stanley Investment advisory (plan), Direct payment from the plan $11,871
Sbhi Life Agency Inc Other services, Other commissions, Other fees $0
Voya Financial Advisors Inc Other services, Other commissions, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Wilshire Associates Incorporated Investment advisory (plan), Other investment fees and expenses $0